Oliver Phillips
Strategic Solutions Chartered Financial Planners
Minimum savings/pensions: Over £100,000
0330 038 8938
Based in Battle
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Oliver is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Oliver's status
Last checked: 27 April 2025
Oliver is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Oliver's status
Recent Client Reviews
Oliver has not received any client reviews in the past 12 months
Oliver has not received any reviews in the last 12 months
Oliver has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 11 December 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
8
Qualifications Uploaded
Oliver has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
8 qualification certificates available to view
Oliver has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Oliver has not yet added their fees to their profile
Fees not yet added
Oliver has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Oliver is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Oliver's status
Last checked: 27 April 2025
Oliver is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Oliver's status
Recent Client Reviews
Oliver has not received any client reviews in the past 12 months
Oliver has not received any reviews in the last 12 months
Oliver has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 11 December 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
8
Qualifications Uploaded
Oliver has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
8 qualification certificates available to view
Oliver has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Oliver has not yet added their fees to their profile
Fees not yet added
Oliver has not yet added their fees to their profile
Oliver helps clients plan their financial future with confidence. He provides bespoke financial solutions to meet his client’s needs; often starting with a planning exercise to assess the resilience of your financial outlook and identify the areas of need and agree goals. Oliver regularly assists clients with reviewing existing provisions, drawing benefits, investing tax efficiently and protecting their financial wellbeing. As well individuals, Oliver also assists company directors and businesses; advising on SIPPs and group pensions, keyperson protection, benefit packages and tax planning. Our expert team of financial planners and network of support staff will work with you to create a bespoke financial plan, based on your needs and your needs alone. We utilise the latest planning techniques & technology, helping you visualise different scenarios to establish the optimum way forward. Our technical expertise allows us to advise on the most complex of situations, though we are equally adept at explaining financial matters in an easy to understand manner – allowing you to make informed choices.
Offers available through VouchedFor
Contact Oliver through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Oliver's clients
Based on responses provided by clients who have reviewed this adviser
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Adviser Disclaimer
Pensions | A DEFINED CONTRIBUTION PENSION IS A LONG TERM INVESTMENT, YOUR FUND VALUE MAY FLUCTUATE AND CAN GO DOWN. YOUR EVENTUAL INCOME MAY DEPEND ON THE SIZE OF YOUR FUND AT RETIREMENT, FUTURE INTEREST RATES AND TAX LEGISLATION.
Occupational Pension Transfers | BY TRANSFERRING YOUR OCCUPATIONAL PENSION SCHEME BENEFITS INTO A PERSONAL ARRANGEMENT, YOU MAY BE GIVING UP RIGHTS TO GUARANTEED BENEFITS, KNOWN LEVELS OF PENSION INCOME AND INCREASES THAT WILL BE APPLIED IN THE FUTURE.
Tax planning services | TAX TREATMENT IS BASED ON INDIVIDUAL CIRCUMSTANCES AND MAY BE SUBJECT TO CHANGE IN THE FUTURE.
Investments and Savings | THE VALUE OF INVESTMENTS AND INCOME FROM THEM MAY GO DOWN. YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED.
PAST PERFORMANCE IS NOT A RELIABLE INDICATOR OF FUTURE PERFORMANCE.
Strategic Solutions Chartered Financial Planners is a trading style of Strategic Solutions Financial Services Limited; which is authorised and regulated by the Financial Conduct Authority.
The Financial Conduct Authority does not regulate tax planning, trust advice, auto-enrolment and legal services. Tax treatment is based on individual circumstances and may be subject to change in the future.